1. Smart HR
Need a subtitle
Presented by
Marc Levinson
&
Swetha Lingala

2. Contents What is Smart HR? 3 Why Smart HR? 4 User Types in Smart HR 5
Key Features of Smart HR 6
Smart HR Process and its Benefits 7
Key Considerations 9
Evolution of Smart HR 10
Use Cases 11
Q&A

3. Employees & Contingent Workers
What is Smart HR?
Job Data
What is Smart HR?
Hires & Rehires
Job & Personal Data Updates
Person Profile Management
Employees & Contingent Workers
Personal Data
Smart HR is a template driven method for simplifying and streamlining various HR transactions, related to employees and contingent workers, such as: hire/rehire, job/personal data updates or person profile data management The Smart HR template is a broad framework for housing all the data entry sections that are conveniently grouped under Job, Personal and Profile data components with specific options for end users, while at the same time, giving greater controls to Administrators.
Profile Data

4. Retain Talent Acquire Talent Manage Talent Acquire Talent
Why Smart HR?
Retain Talent
Acquire Talent
Manage Talent
Acquire Talent
Why Smart HR?
Retain Talent
Manage Talent
There is a multitude of HR functions that are vital to the success of a business entity and primarily focus on policy formulations directed at acquiring, retaining and managing the best talent. The key to achieving this objective is to have an environment that is conducive for HR business and process owners to focus on these important activities. The logical way to aid HR organizations is to ease the burden of the volume of transactions organizations process on a daily basis.

5. User Types Template Administrators HR Administrators Users
Smart HR Users
Template Administrators
User Types
HR Administrators
Users
Three types of users may utilize the Smart HR template-based framework

6. Key Features Key Features of Smart HR Template Record/Field
Template Category Table
Template Sections
Template Transaction Type
Template Creation
Template Administrators
Key Features
Manage Transactions/Manage Hires
Review Transactions automatically added to Person/Job Information
HR Administrators
You will have to add speaker notes – all text on page
Smart HR Transactions
Track Transaction Status
Review/Approve Transactions
HR Users

7. The Smart HR Process The Smart HR Process Update Data: Person
Configure & Preview Smart HR Transactions & Templates
Template Administrators
The Smart HR Process
Use Smart HR Template or select a person on which to transact
monitor status
Complete Transaction Details
HR Users
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Update Data:
Person
Job
Profile
Process approvals or review processing errors
Transaction Complete
HR Administrators

8. Smart HR Template Benefits Payroll for N.A. Time & Labor Federal HR
Smart HR Integration
Benefits
Payroll for N.A.
Time & Labor
Federal HR
Global Payroll
Smart HR Template
Job
Person Profile
Personal
All the Smart HR transactional data add to or update the Job, Personal and Person Profile tables that have fields related to these components in addition to Benefits, Payroll for NA, Time & Labor, Federal HR and Global Payroll

9. The Benefits Entirely template driven
Smart HR Benefits and Limitations
Entirely template driven
Lowers the Total Cost of Ownership
Integration with Profile Management
User segregation of templates based on data security
Decentralizes data entry
Streamlines repetitive data entry
The Benefits
Utilizing the Smart HR functionality, in PeopleSoft, provides many benefits as well as some limitations.
No mass update capabilities
Does not support Persons of Interest
Can only be used with Employee Record “0”

10. Considerations Smart HR Considerations
Persons of Interest is out of scope
Personal data sections are required for all transaction types
Keep Name, Birth Information and Gender sections sequentially listed before National ID section
For frequent compensation structures changes, don’t define compensation data as display-only
Template testing available only when automatic database updates selected
Only one active job defined for automatic database updates
At least one address line field required
Administrator must hide fields populated by position number
No need to define the payroll system on the template for full position management.
Considerations
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11. Configuration to Aid Mass Hires
Use Case 1: Configuration to aid in mass hiring
Template Administrator/HR Administrator
End User
Use Case
Scenario
Steps
Mass hires will be needed across regions of a retail store
Setup ‘building blocks’
Minimize and speed data entry
Define Pages
Define Person Rules
Define Sections
Save Template (Status=Active)
Case Studies
Configuration to Aid Mass Hires
USE CASE – describe what you are doing here
Create New Hire template to aid retail store managers across regions hire temps
SCENARIO
Template building blocks are set up to handle data entry requirements with minimum required information for faster data entry
STEPS

12. Smart HR New Hire Template Configuration pages
Navigation
Components
Template Creation
Configuration
Pages
Sections
Person Rules

13. Transaction by Retail Manager
Use Case 2: Smart HR Transactions by Retail Manager
Retail Manager/HR Administrator
End User
Use Case
Scenario
Steps
Retail Manager imitates the New Hire transaction using Smart HR Transaction pages
New Hire Transaction details related to Personal, Job and Person Profiles are entered using Smart HR pages built from previously created template
Navigation: Manager Self Service, Job and Personal Information, Smart HR Template, Smart HR Transactions
Select a template from the Select Template field on the Smart HR Transactions page
Transaction by Retail Manager
USE CASE – describe what you are doing here
Retail store managers are keying new hires
SCENARIO
New Hire Transaction details related to Personal, Job and Person Profiles are entered using Smart HR pages built from previously created template
STEPS

14. Transactions by Retail Manager
Navigation
Create Transaction
Transaction Details
Transaction Information
Person Details
Job Details
The Retail Manager (End User) enters all the required Personal/Job/Person Profile Information per the template and submits the transaction.

15. Transaction Status Review by Retail Manager/HR Administrator
Navigation
Manager Self Service
Job and Personal Info
Smart HR Template
Transaction Status
HR Administrator:
Navigation
Workforce Administration
Smart HR Template
Transaction Status
Retail Manager/HR Administrator view the status of the Smart HR transaction by using the filters.

16. Review of Smart HR Transactions by HR Administrator
Use Case 3: Review of Smart HR Transactions by HR Admin
HR Administrator
End User
Use Case
Scenario
Steps
HR Administrator reviews the transactions submitted by the Retail Manager.
To work through the error encountered by the retail manger while entering the transaction. He corrects the transactions and then submits it to update the database.
Navigation: Workforce Administration>Smart HR Template> Manage Transactions
Click on the Name hyperlink to open the transaction page
Correct the data entry error and then submit the transactions
Review of Smart HR Transactions by HR Administrator
You will have to add speaker notes – all text on page

17. HR Administrator – Transaction Review
Navigation
Manage Transactions
Transaction Details
Transaction Information
Personal Information

18. Evolution of Template Based Hire Functionality in PeopleSoft
The Evolution of Smart HR
PeopleSoft Version
Feature
9.0
9.1
9.2
Enables configuration of hiring pages based on unique onboarding processes that differ by jobs, geographies, employee types, industries, etc. by a Template Administrator.
Gives options to configure fields and page layout, security along with automatic table updates in conjunction with field attributes to default and hide values, override defaulted values, or require fields at the user interface level.
Minimizes data entry with most data defaulting to job, person record requiring data entry for variable data only such as name or address etc. and thus significantly reducing the time to complete the hiring process.
Ensures that the data saved to the database is correct and complete.
Allows or disallows users from overriding template data so that organizations can determine the level of policy flexibility granted to users.
Evolution of Template Based Hire Functionality in PeopleSoft

19. Smart HR Functionality The Evolution of Smart HR
PeopleSoft Version
Feature
9.0
9.1
9.2
Includes a new check box in the template configuration pages to include a link to the Contract pages from the Template-Based Hire pages.
Includes a new section information to support integration with Oracle Workforce Scheduling (OWS) and region-specific requirements
Enables configuration of any Personal Data, Job Data or Profile data transaction that simplifies the end user.
Introduces new Transaction Type component to identify a template’s use, indicate what sections are permitted in a template, define which components will be updated during the Smart HR process, and to determine which users have appropriate security access
Enables Administrators to use the Manage Transactions component to view transactions that are in draft status, require HR review, or encountered errors.
Provides integration with Profile Management profiles and Smart HR to help the end users enter/update a person’s profile using Smart HR transaction templates and pages.
Smart HR Introduced with version 9.2